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Midwest Family Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provided the most personal service available, thus earning a reputation for excellence. For each of our clients we strive to help create financial stability and security to provide financial independence.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

We are a firm that is passionate about our clients and the relationships we have with each of them. Our clients come first. They are our focus and the driving force behind the Why and the How of our practice. We love sharing similar passions and interests with them and having open, candid, and honest conversation.

Life isn’t about finances, it’s about living; when it comes to our clients, we want to be part of that, and to foster relationships for life. Helping clients work toward their goals is what we are all about, and the purpose behind our firm’s mission.

Our Mission:

To assist our clients in achieving their vision of wealth.

At Midwest Family Wealth Management we’ll work with you to discover and pursue your vision of wealth and the dreams that are a part of that vision.

Wealth can mean something different to each of our clients. We learn what wealth means to you, and work with you to advance it. For some it will be early retirement, for others legacy planning and charitable endeavors. Whatever your vision of wealth is, we’re there to encourage and assist you each day towards achieving that vision. We recognize the need for independent advice, the desire for transparency, the importance of planning, and the value of hard work. Not only do we recognize their importance, value, and need; we’ve positioned ourselves to offer this approach to each of our clients. It’s the power of being independent. We inspire success through the constant implementation of your vision and strive for excellence in every aspect of what we do.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 815-942-5900 .